Figure 4.1 — The Supplier record (360° view). Drawing to be produced after the UI/UX pass: annotated capture of a supplier record naming the four KPI cards, the tab strip, and the Details cards — including the landed cost template field.
The supplier's page follows the 360° pattern: KPI cards — Lifetime Spend, Orders, Outstanding AP (what you owe now) and Overdue — the money cards in your company's currency, foreign invoices converted at their frozen rates (1.4) — then eight tabs: Details, Contacts, Purchase Orders, Purchase Invoices, Payments, Statement, Attachments, Activity. The Details form:
- Code — the supplier's short identity (SUP-…), from your sequence, unique within your company.
- Short name and Long name — the everyday name, and the legal name that prints.
- Category — groups the supplier for reporting and carries defaults, including their AP control account and purchase tax code.
- Telephone, Email, Website — the contact basics.
- Address — one address block; suppliers are written to and paid, not shipped to in two directions, so the record does not split ship-to and bill-to the way a customer does.
- Credit Limit — the credit this supplier extends to you, recorded so your dealings with them have the figure in view.
- Credit Terms (days) — how long they give you to pay, by default.
- Quote validity (days) — how long this supplier's quoted prices stay committed on foreign-currency purchase orders; stamped onto each order at creation (§4.6). Blank means their quotes carry no expiry for you.
- Payment Terms — a named terms set; overrides the plain days for due dates and early-payment discounts.
- AP Control Account — the ledger account this supplier's invoices post into. If you leave it blank, the company fills it with its trade-creditors control account when the supplier is created.
- Landed Cost Template — this supplier's default template. Set it once, and the landed-cost grid of every new goods receipt from this supplier fills itself (§4.5, §4.10). Leave it blank for suppliers whose goods carry no landed costs.
- Vatable and Purchase Tax Code — the supplier's tax position, fed into every purchase line's tax calculation.
- Active — inactive suppliers leave the pickers; their history stays.
- Marketplace Seller, Seller Status and Seller Tier — present for marketplace operators: whether this supplier also sells on your marketplace, where they are in the seller pipeline (applied, verified, active, suspended), and the tier commission rules read. Chapter 13 owns their story.
- Contacts — the people at the supplier, added at creation and kept on the Contacts tab thereafter.